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This reasoning is correct because Huawei has consistently expressed skepticism toward Open RAN, which promotes interoperability and moves away from vendor lock-in—contrary to Huawei's historically proprietary business model. In February 2024, Huawei explicitly dismissed speculation about supporting Open RAN, reinforcing its stance.
China faces big obstacles in trying to make EUV photolithography machines for high volume chip production. EUV technology is incredibly complex: it needs highly precise components that are difficult and expensive to develop. On top of that, export restrictions block China from getting key parts and expertise. So, Chinese companies would need to develop everything from scratch, which takes a lot of time and specialized knowledge.